Howard Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Howard Capital Management’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-14,923	Closed	-$1.91M	–	68
2021 Q2	$1.91M	Buy	14,923 +639	+4%	+$84.5K	0.36%	19
2021 Q1	$1.89M	Sell	14,284 -2,585	-15%	-$313K	0.34%	16
2020 Q4	$2.02M	Sell	16,869 -46	-0.3%	-$5.28K	0.4%	14
2020 Q3	$1.83M	Buy	16,915 +993	+6%	+$107K	0.42%	13
2020 Q2	$1.63M	Buy	15,922 +2,679	+20%	+$266K	0.46%	11
2020 Q1	$1.27M	Buy	+13,243	New	+$1.45M	0.54%	8

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Howard Capital Management's LGLV Position: Q3 2021 in Review

Howard Capital Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2021, closing a stake of 14,923 shares — an estimated $1.91M sold.

Howard Capital Management first reported a position in LGLV in Q1 2020 and held it in 6 quarters. The position peaked at $2.02M in Q4 2020. 115 funds tracked by Wall St. Rank hold LGLV as of Q3 2021.

Howard Capital Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2021 after selling out during the quarter.
Howard Capital Management sold 14,923 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2021, an estimated $1.91M.
Howard Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 6 quarters.
Howard Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.02M in Q4 2020.
115 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2021.

Based on Howard Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.